Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Platte City, MO
Every SEC-registered investment adviser representative at a firm office in Platte City, with the firms that employ the most of them.
8 registered advisors work in Platte City; the most are at LPL Enterprise, LLC (3). 2 list the CFP designation and 6 are also registered broker representatives.
Firms with the most advisors in Platte City
| Firm | Advisors in Platte City |
|---|---|
| LPL Enterprise, LLC news | 3 |
| Bason Asset Management | 1 |
| Cetera Investment Advisers LLC news | 1 |
| Edward Jones news | 1 |
| Hightower Advisors, LLC news | 1 |
| LPL Financial LLC news | 1 |
Advisors in Platte City, A to Z
CFP advisors in Platte City →- Logan BarnardLPL Enterprise, LLC
- Tiffany BrandEdward Jones
- McKenzie L. EbbesenBason Asset Management · Certified Financial Planner
- James E. FriddellLPL Enterprise, LLC · Certified Financial Planner
- Kenneth S. HamadaCetera Investment Advisers LLC
- Cynthia K. MooreLPL Financial LLC
- Joel D. ShaferLPL Enterprise, LLC
- Lindsey T. SlatteryHightower Advisors, LLC
Other cities in Missouri
All of Missouri →St. Louis 4,277Clayton 597Chesterfield 582Kansas City 561St Louis 528Saint Louis 366Springfield 332Maryland Heights 163Frontenac 159Columbia 150Creve Coeur 88O'Fallon 80Jefferson City 75Lees Summit 69Lee's Summit 68Des Peres 60Liberty 60Cape Girardeau 55Kirkwood 50Saint Charles 49Joplin 48Ballwin 43Independence 42St Charles 41
Questions
How many financial advisors are in Platte City, MO?
8 investment adviser representatives are registered at firm offices in Platte City, Missouri, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Platte City?
LPL Enterprise, LLC, with 3 registered advisors in Platte City, followed by Bason Asset Management with 1.
How do I check a financial advisor in Platte City?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.